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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,446 | $72,492+111.7% | $87,102+76.2% | $72,983+110.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.79% | 24.46%-13.7pp | 28.19%-17.4pp | 81.01%-70.2pp |
| Employer contribution / active EE | $11,311 | $1,894+497.2% | $2,521+348.6% | $2,440+363.6% |
| Participant deferral / active EE | $1,899 | $3,270-41.9% | $4,048-53.1% | $3,608-47.4% |
| Admin fee / account holder | $7,032 | $5,055+39.1% | $7,491-6.1% | $5,124+37.2% |